Connect Xero

Connect Xero to pull invoices into CutBench and keep job payment status up to date.

Steps

1. Go to Settings → Integrations.
2. Click Connect on Xero and complete OAuth authorisation.
3. Use Sync from Xero on the Invoices list to pull latest data.
4. Invoices auto-link to jobs when reference text matches job refs.
5. When configured, paid deposit invoices can advance jobs to Templated.

VideoConnect Xero~3 min

Video placeholder — replace with embedded recording when ready.

Scenes to record:

• Settings → Integrations → Connect Xero
• Complete OAuth
• Sync invoices from Invoices list
• Link invoice to job and verify status update

Screenshot: Integrations page with Xero connected and Sync button on Invoices list. (App route: /dashboard/settings/integrations)

Related

• Invoices list
• Payment tracker
• Job statuses explained